Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Mac Armstrong

Las Vegas

Summary

Highly motivated financial services professional with exceptional interpersonal skills, complemented by leadership and teamwork experience. Strong client service abilities, with a track record of contributing to fast-paced, collaborative environments.

Overview

2
2
years of professional experience

Work History

Client Support Associate

Ameriprise Financial
Las Vegas
08.2024 - Current
  • Act as the frontline representative for thousands of clients, resolving service requests and investment account inquiries with speed, clarity, and compliance.
  • Strategically schedule and manage financial planning meetings for a team of advisors, optimizing calendar efficiency and access.
  • Execute operational tasks, including money movement and account maintenance, while maintaining detailed client records using Salesforce-based CRM systems.
  • Thrive in a high-volume, fast-paced advisor center environment while consistently exceeding performance benchmarks in client satisfaction, call quality, and issue resolution.
  • Leverage industry licenses to support advisor-led financial planning, process securities transactions, and respond to investment-related inquiries within regulatory boundaries.

Entertainment Host

Royal Caribbean
08.2023 - 02.2024
  • Hosted and facilitated diverse entertainment programs and events on Royal Caribbean cruise ships, ensuring a vibrant and engaging experience for guests.
  • Collaborated with onboard teams to create and execute innovative and captivating entertainment concepts, contributing to positive guest feedback and overall satisfaction.
  • Demonstrated effective communication and interpersonal skills in addressing guest needs and concerns, enhancing the overall cruise experience.
  • Managed logistical aspects of entertainment initiatives, including scheduling, setup, and coordination with various departments, ensuring seamless execution.
  • Upheld Royal Caribbean policies and procedures related to safety and entertainment, ensuring a secure and enjoyable environment enforced for all passengers.

Education

Bachelor of Science - Business Management

University of Nevada, Reno
Reno, NV
05.2023

Skills

  • FINRA Series 7 - General Securities Representative
  • FINRA Series 66 - Uniform Combined State Law
  • Life and Health Insurance License

Affiliations

  • Tau Kappa Epsilon Fraternity, Pi Iota Chapter President, 2021 - 2022
  • University of Nevada, Reno Men's Division 1 Lacrosse Team Captain, 2021 - 2023

Timeline

Client Support Associate

Ameriprise Financial
08.2024 - Current

Entertainment Host

Royal Caribbean
08.2023 - 02.2024

Bachelor of Science - Business Management

University of Nevada, Reno

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